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Invesco S&P 500 GARP ETF

95 hedge funds and large institutions have $485M invested in Invesco S&P 500 GARP ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.47%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
21
Increased
40
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SVCP
1
Silicon Valley Capital Partners
California
$99.4M 1,024,246 -14,272 -1%
Morgan Stanley
2
Morgan Stanley
New York
$50.4M 518,988 +64,655 +14%
GM
3
GeoWealth Management
Illinois
$27.7M 285,254 +284,703 +51,670%
WA
4
Win Advisors
Florida
$25.3M 260,347 +260,347 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.5M 252,034 +223,382 +780%
AWM
6
Affinity Wealth Management
Delaware
$20.8M 224,130 +14,128 +7%
BBA
7
Braun-Bostich & Associates
Pennsylvania
$20.8M 224,130 +224,130 New
KAS
8
Kestra Advisory Services
Texas
$17.7M 182,576 +30,934 +20%
Bank of America
9
Bank of America
North Carolina
$17.5M 180,041 +1,835 +1%
SCA
10
Stuart Chaussee & Associates
California
$15.3M 157,895 +157,895 New
1WM
11
1900 Wealth Management
Texas
$12.2M 125,464 -20,092 -14%
WMG
12
WESCAP Management Group
California
$12M 123,289 +5,571 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.9M 122,708 +46,841 +62%
UBS Group
14
UBS Group
Switzerland
$11.6M 119,881 +38,555 +47%
LMIM
15
Lockheed Martin Investment Management
Maryland
$11.5M 118,100
RJA
16
Raymond James & Associates
Florida
$10.6M 108,768 -12,343 -10%
LPL Financial
17
LPL Financial
California
$9.78M 100,794 -24,084 -19%
WEPOG
18
Wealth Enhancement & Preservation of GA
Georgia
$8.55M 88,152 +1,740 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.55M 67,539 +11,406 +20%
PIA
20
Perennial Investment Advisors
California
$6.39M 65,813 +11,538 +21%
NA
21
NewEdge Advisors
Louisiana
$4.66M 47,983 -8,518 -15%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$4.64M 47,767 +38,372 +408%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$4.22M 43,508 -3,731 -8%
CWM
24
Cedar Wealth Management
California
$3.38M 34,854 +10 +0%
LOIM
25
Liberty One Investment Management
Illinois
$2.79M 28,747 -886 -3%